Onboarding

Automatic onboarding reminders

A gentle nudge to finish setup so filing can start sooner.

Customers who have started onboarding now receive an automatic reminder email every three business days until they finish.

Reminders can be turned off for individual users from the notifications section of company settings.

More onboarding updates

See all 6
  1. Registration ID and PIN validation in onboardingCatch typos up front instead of finding out at filing time.
  2. Invoice and payment details in onboardingOne less email to dig for when getting started.
  3. Onboarding specialist intro videosA personal start that puts a face to the person helping you get set up.
  4. Onboarding auto-saveNo lost progress on the longest part of setup.

Sales tax that keeps getting better, without more work for you.

Talk to a specialist about your states, your systems and what we take over.

#1 rated support on G2

Three colleagues reviewing their accounts together at a sunlit table.